Motilal Oswal Innovation Opportunities Fund Direct Growth
NAV as on 17-04-2025
₹ 10.8
▲1.5%
1D
Inception Returns
8%
/yr
Historical NAV & Returns
About Motilal Oswal Innovation Opportunities Fund Direct Growth
Motilal Oswal Innovation Opportunities Fund Direct Growth is an equity fund. This fund was started on 18 February, 2025. The fund is managed by Niket Shah. The fund could potentially beat inflation in the long-run.
Key Parameters
- Motilal Oswal Innovation Opportunities Fund Direct Growth has ₹142 Cr worth of assets under management (AUM) as on Mar 2025 and is less than category average.
- The fund has an expense ratio 1.3.
Returns
Motilal Oswal Innovation Opportunities Fund Direct Growth has given a CAGR return of 7.97% since inception.
Holdings
Motilal Oswal Innovation Opportunities Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Industrial, Financial Services, Consumer Cyclical, Tech, Communication, Health, Real Estate. Its top holdings are Bajaj Finance Ltd, InterGlobe Aviation Ltd, Hitachi Energy India Ltd Ordinary Shares, Bharti Airtel Ltd, Global Health Ltd
Taxation
As it is a equity - other mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitDividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
Investment objective of Motilal Oswal Innovation Opportunities Fund Direct Growth
To achieve long term capital appreciation by predominantly investing in equity and equity related instruments of companies that will benefit from the adoption of innovative strategies or following the innovation theme.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 500.00 and for SIP is INR 500.00. Motilal Oswal Innovation Opportunities Fund Direct Growth has no lock in period.
Motilal Oswal Innovation Opportunities Fund Direct Growth Overview
| Expense ratio | 1.31% |
Benchmark | Nifty 500 Total Return Index TR IDR |
| AUM | ₹142 Cr |
| Inception Date | 18 February, 2025 |
| Min Lumpsum/SIP | ₹500/₹500 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 0% |
| STCG | Selling mutual fund before 1 year, returns taxed at 20%. |
| LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
| Risk |   Very High Risk |
Trailing Returns
as on (17-Apr-25)
Fund Distribution
as on (31-Mar-25)
Holdings | Weight% | 1M Change | |
|---|---|---|---|
 Bajaj Finance Ltd | 8.41% | 197.7% | |
 InterGlobe Aviation Ltd | 6.72% | 303.7% | |
 Hitachi Energy India Ltd Ordinary Shares | 6.3% | 383.8% | |
 Bharti Airtel Ltd | 6.05% | 248.6% | |
 Global Health Ltd | 5.55% | 298.1% |
Funds | 1Y Returns | 3Y Returns | 5Y Returns | Since Inception |
|---|---|---|---|---|
Motilal Oswal Innovation Opportunities Fund Direct Growth | - | - | - | 7.97% |
 Sundaram Services Direct Growth | 16.56% | 17.34% | 28.94% | 21.12% |
 ICICI Prudential India Opportunities Fund Direct Growth | 14.33% | 23.45% | 34.46% | 22.9% |
ICICI Prudential Business Cycle Fund Direct Growth | 10.97% | 21.34% | - | 22.75% |
Top Growth Drivers | 1M Return |
|---|---|
 KFin Technologies Ltd | 18.2% |
 Interglobe Aviation Ltd | 11.7% |
 Amber Enterprises India Ltd | 0.8% |
Motilal Oswal Innovation Opportunities Fund Direct Growth Highlights
Very High Risk
About the fund
Fund Allocations
AUM size ₹142 Cr
Expense Ratio 1.31%
More funds from Motilal Oswal
5Y CAGR
▲ 36.64
5Y CAGR
▲ 30.01
5Y CAGR
▲ 27.20
5Y CAGR
▲ 22.87
5Y CAGR
▲ 31.59
Frequently Asked Questions for Motilal Oswal Innovation Opportunities Fund Direct Growth
Motilal Oswal Innovation Opportunities Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 6.44% | 6.44% |
6 Month Returns | 0% | 0% |
1 Year Returns | 0% | 0% |
3 Years Returns | 0% | 0% |
- Click Buy on the fund name.
- Input the amount you are looking to invest.
- Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
- Select your bank account and proceed with Payment.
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Motilal Oswal Innovation Opportunities Fund Direct Growth | - | - | - |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Motilal Oswal Innovation Opportunities Fund Direct Growth | - | - | - |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Motilal Oswal Innovation Opportunities Fund Direct Growth | - | - | - |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Motilal Oswal Innovation Opportunities Fund Direct Growth | - | - | - |